Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-282
Closed -$10.5K 1300
2025
Q1
$10.5K Sell
282
-499
-64% -$18.5K ﹤0.01% 729
2024
Q4
$30.2K Sell
781
-1,405
-64% -$54.4K 0.01% 600
2024
Q3
$76.7K Sell
2,186
-4,453
-67% -$156K 0.01% 607
2024
Q2
$245K Sell
6,639
-395
-6% -$14.6K 0.05% 251
2024
Q1
$277K Buy
7,034
+5,798
+469% +$228K 0.07% 310
2023
Q4
$58.5K Buy
+1,236
New +$58.5K 0.01% 288